improveit 360

The fact that it was designed for contractors in the home improvement industry and has taken many of the factors that are critical to our business into account when designing it makes it very robust and able to work well.

It is overbuilt and doesn't allow the average user to really understand what is going on. The software requires someone with the knowledge of the business from start to finish as well as someone who has a knowledge of the technology driving it. Essentially it puts the GM or Owner in a position to drive and manage the CRM which is really inefficient.

Everyone has heard of Salesforce, as it is the biggest CRM in the arena and still growing. Improveit 360 is built on Salesforce so it has all the powerful features that come with, and much much more. They really thought of everything when designing the product for the residential home improvement space. If for some reason you don't have a feature or field that you require, you simply create it with the highly customizable tools of Salesforce. Our company couldn't survive without it!

There is a learning curve you need to wrestle with before you really understand how the entire structure of the data works. If you aren't used to object-based data and relational data you might have a hard time getting the hang of the importance of how the topology was designed. Fortunately there are massive sections of help documentation and more Youtube videos than you can ever watch on the subject.

i like most about improveit 360 is its user friendly software , most helpful in project management, time management, professional growth , appointment scheduling and much more.

None of anything but in this software there are some technical issues we faced and also it required more customer supports and also about its price which is so high.

I like the level of detail in reporting options, sources, etc ; very comprehensive coverage of the data storage needs for customer resource management in the industry. However, the best thing about 360 by far is the people. They are active in customer feedback for continuing to improve, you can get a hold of them on the phone easily, and when you need help the person you speak with really seems to care about helping you and has a positive attitude.

The mobile app has bugs that need to be worked out and features/functionality that need to be added. For instance, if you go into "Schedule" then select an "Appointment", then pull up the "Phone Number" to make a call while on the road. Then when you go back to your app (after making the call), the app will go back to the "Appointment" screen, but locks up if you try to go back to the "Appointment" screen. Another scenario - if you go into "Schedule", then go forward or backward "Next Seven Days" or "Previous Seven Days", then select an "Appointment" but don't go any further than that...then when you go back to "Schedule", it loses track of where you were last in "Schedule" and brings you back to the current week. Not major issues, just little bugs that need addressing. On the functionality comment, it would be nice if adding appointments, prospects, etc were possible on the app without having to go to the full site on a mobile device.

The calendar, scheduling, rehash functionality were terrific

You could not write off charges for financing fees. If we had a 10k sale and a 5.5% dealer fee, we would have to change the total sale amount which causes a host of issues.